CNBC's Allison Linn reports on a new, in-depth analysis of who actually used the Supplemental Nutrition Assistance Program, the federal food stamp program. A big surprise for researchers; 45 percent of the participants are under age 18.

Discussing Wal-Mart's sales, and the impact from emerging markets, with Patrick McKeever of MKM Partners. "The underpinnings of consumer spending are actually a little bit better than a year ago," he says.